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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (15902)	12/5/2002 4:40:14 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78704

Appreciate your post. I'd guess it represents the consensus view. For the housing sector, it almost seems like the general opinion (on SI anyway) is not just to avoid the sector, but to short it. -g- I started a position in home builder CTX today. I like the financial fundamentals except for the debt part. There's no beneficial reason now to buy this company over any other of the majors, imo, although CTX itself is much more diversified in aspects of the housing sector than its competitors. It's a stick builder though, and these stocks all seem to be correlated, viz: finance.yahoo.com